Pekin Hardy Strauss’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pekin Hardy Strauss’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,555	Closed	-$127K	–	321
2022 Q4	$127K	Hold	13,555	–	–	0.02%	293
2022 Q3	$125K	Sell	13,555 -2,400	-15%	-$25.1K	0.02%	286
2022 Q2	$165K	Hold	15,955	–	–	0.02%	296
2022 Q1	$187K	Hold	15,955	–	–	0.02%	314
2021 Q4	$209K	Hold	15,955	–	–	0.03%	311
2021 Q3	$210K	Sell	15,955 -71,420	-82%	-$948K	0.03%	309
2021 Q2	$1.16M	Buy	+87,375	New	+$1.13M	0.16%	145

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Pekin Hardy Strauss's EVV Position: Q1 2023 in Review

Pekin Hardy Strauss sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 13,555 shares — an estimated $127K sold.

Pekin Hardy Strauss first reported a position in EVV in Q2 2021 and held it in 7 quarters. The position peaked at $1.16M in Q2 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

Pekin Hardy Strauss reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 13,555 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $127K.
Pekin Hardy Strauss first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2021 and held it in 7 quarters.
Pekin Hardy Strauss's Eaton Vance Limited Duration Income Fund position peaked at $1.16M in Q2 2021.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Pekin Hardy Strauss's 13F filing for Q1 2023, filed 8 May 2023.